Advisornet Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Advisornet Financial’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$7.22K	–	2400
2023 Q1	$7.22K	Hold	160	–	–	﹤0.01%	1391
2022 Q4	$7.17K	Hold	160	–	–	﹤0.01%	1378
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	1467
2022 Q2	$7K	Buy	+160	New	+$7.22K	﹤0.01%	1432
2021 Q1	–	Sell	-155	Closed	-$6K	–	1779
2020 Q4	$6K	Buy	+155	New	+$6.14K	﹤0.01%	1406
2020 Q1	–	Sell	-6,014	Closed	-$227K	–	1834
2019 Q4	$227K	Sell	6,014 -158	-3%	-$5.81K	0.02%	476
2019 Q3	$226K	Buy	+6,172	New	+$222K	0.02%	477

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return